Question 1

PFPL510: The Financial Planning Process & Insurance

Accepted Answer

This course covers the introduction to financial planning as well as insurance needs of clients. The planning process is introduced utilizing a case study and crafting necessary documents. Another couple is introduced in the second week to review their college funding plan then principles of insurance and risk management are covered. This course applies the concepts of a variety of insurance needs to the financial planning process through readings, discussions, and assignments using mini case studies. Disability income, long-term care, life, and property & life insurance topics are specifically explored throughout this course.

Question 2

PFPL520: Investment Planning

Accepted Answer

A wide variety of investment alternatives are covered in this course, including domestic and foreign securities, mutual funds, and fixed-income assets. Modern portfolio theory, risk and return, and company valuation are explored and calculated. A financial calculator is required for this course.

Question 3

PFPL530: Income Tax Planning

Accepted Answer

Emphasizing the fundamentals of individual income taxation, this course delves into the tax implications of various types of businesses, tax-advantaged investments, employee compensation issues and planning, alternative minimum tax, tax traps, and other taxation subjects.

Question 4

PFPL540: Retirement Planning & Employee Benefits

Accepted Answer

This course covers the major concepts related to personal retirement planning. The focus is on coordinating qualified plans and IRAs, Social Security, executive retirement plans and pre-retirement employee benefits to create comprehensive retirement plans that will provide your clients with long-term financial security. Special emphasis is placed on the process of selecting an appropriate retirement plan for a given employer.

Question 5

PFPL550: Estate Planning

Accepted Answer

Basic estate planning concepts and techniques are covered in this course. Subjects such as the estate planning process, client interaction about estate planning, basic legal estate planning documents, trusts, lifetime transfers, gift, estate, and generation-skipping transfer taxation, life insurance planning, and charitable giving.

Question 6

PFPL560: Pre-Retirement Financial Planning Topics

Accepted Answer

By analyzing retirement plan issues for a hypothetical couple planning to retire within 15 to 20 years, students analyze a wide range of issues facing individuals preparing for retirement. The course also presents a variety of methods to better assist clients in resolving the issues that may be faced when preparing for or after retirement.

Question 7

PFPL570: Portfolio Management for Personal Financial Planners

Accepted Answer

The investment planning process between a financial planner and a client is covered in detail. The course covers the theory of investment management, security valuation, and portfolio management, including the analysis of investment risk and return and portfolio performance evaluation. The course exposes the student to a balanced presentation of both the theoretical and practical aspects of investment management through analysis of a case study.

Question 8

PFPL600: Case Study in Personal Financial Planning

Accepted Answer

This course completes a student’s requirements for the Masters of Science in Personal Financial Planning degree through analyzing, synthesizing, and evaluating a case study. Addressed are integrated retirement, investment, income tax, and estate planning issues. Utilizing independent or literature research, students research and create options and a final recommendation for a hypothetical family.

Master of Science Degree in Personal Financial Planning Program Details

MS Degree in Personal Financial Planning Overview

MS Degree in Personal Financial Planning Required Courses

PFPL510: The Financial Planning Process & Insurance

PFPL520: Investment Planning

PFPL530: Income Tax Planning

PFPL540: Retirement Planning & Employee Benefits

PFPL550: Estate Planning

PFPL560: Pre-Retirement Financial Planning Topics

PFPL570: Portfolio Management for Personal Financial Planners

PFPL600: Case Study in Personal Financial Planning

MS Degree in Personal Financial Planning Electives

(Choose 2)

PFPL522: Behavioral Finance

PFPL536: Applied Tax Planning

PFPL556: Applied Estate Planning

PFPL582: Retirement Planning Strategies (aka CRPC® Program)

PFPL583: Retirement Plan Studies (aka CRPS® Program)

PFPL584: Wealth Management Strategies (aka AWMA® Program)

PFPL585: Principles of Portfolio Management (aka APMA® Program)

PFPL586: SRI Strategies (aka CSRICTM Program)

PFPL592: Current Issues in Financial Planning

ECON532: Economics for Financial Planners

MS Degree in Personal Financial Planning FAQ

Is the Master of Science Degree Program accredited?

What are the requirements to enroll in the Master of Science Degree Program?

How many courses/credits are needed to obtain a Master of Science Degree in Personal Financial Planning?

What transfer credit is available for the Master of Science Degree Program?

How does grading within the Master of Science Degree Program work?

How often are Master of Science Degree Program courses held?

What is the MPAS® designation, and how do I obtain it?

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KAPLAN COMPANIES

PFPL582: Retirement Planning Strategies (aka CRPC^® Program)

PFPL583: Retirement Plan Studies (aka CRPS^® Program)

PFPL584: Wealth Management Strategies (aka AWMA^® Program)

PFPL585: Principles of Portfolio Management (aka APMA^® Program)

PFPL586: SRI Strategies (aka CSRIC^TM Program)

What is the MPAS^® designation, and how do I obtain it?